Where We Invest
We believe in the power of compounding and with this view invest in equity, both in listed as well as in the private space. We really have to love the management and the business to invest. We are valuation sensitive investors who like to integrate a margin of safety before making any commitment.
What We Invest In
In the private space we like to invest in companies with an existing institutional investor, a proven proof of concept and a positive, sustainable EBITDA with a scalable business opportunity. We are sector agnostic, however with an affinity towards the consumer sector.
Other Assets
Apart from equity we invest in other assets such as commodities, currencies and fixed income. We also do venture debt primarily for our portfolio companies. We put on our macro analysis hat to take positions in assets for a long term and we play out the cycle.
What We Invest In
In the private space we like to invest in companies with an existing institutional investor, a proven proof of concept and a positive, sustainable EBITDA with a scalable business opportunity. We are sector agnostic, however with an affinity towards the consumer sector.
Connect With Us
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